Exceed expectations

Streamline your operational processes and provide your customers with the best service

Have you ever felt that you could manage the operational side of your business better?

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Jobs / Sales Order Management

Customers want to know what is happening with their orders and any jobs which you may be completing on their behalf.

Reacting to requests for updates is simply not good enough for customers who now expect a proactive approach from suppliers.

Keep things organised internally and keep your customers in the loop at each and every stage of the process.

Not IncludedNot Included Sales Automation

Sales Automation

IncludedIncluded Business Automation

Business Automation

IncludedIncluded Service Automation

Service Automation

Key benefits

Below is a snapshot of some of the most popular key benefits from using the Jobs Module.

Manage schedules

Would you like to be able to manage your job schedule easily?

With a drag and drop calendar interface you can move around jobs and reassign them quickly and easily. You can choose what information is displayed within the calendar so you can make decisions around planning.

Manage schedules
Multiple workflows

Multiple workflows

Do your jobs or sales orders go through more than one set of processes?

You can create one main set of statuses in the module with the ability to split these into independent workflows. This allows you to move a job into a specific workflow and view each independently.

Track profitability

Track profitability

How much money are you really making on your jobs / sales orders?

Sometimes what you forecast at the point of preparing a quotation may differ from what has actually happened. You can see the forecast and actual profit on each job, so you can monitor this closely.

Automatic updates

Have you ever placed an order with a company and been updated at each step of the way?

By simply changing the status of a job / sales order, you can automatically update a customer on the progress. This is a fantastic way to cut down on the time taken for phone calls and emails.

Automatic updates

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Track any updates and changes

Track any updates and changes

By creating your own custom statuses, you can keep tracking and be constantly in the loop of how each job is progressing. Any member of the team related to a job are notified by email when a status is updated.

Create documentation

Create documentation

Create an eForm to request additional information or to get approval from the client. Once com-pleted, that information is then added automatically to the job and progressed to the next step.

Utilise eSignatures as part of a job to prove that a job has been completed and signed off by the client.

Frequently Asked Questions

Below is a selection of frequently asked questions, you will find a number of these through the site relevant to the information on those pages. If you cannot find an answer to a question, do not hesitate to get in touch.

A job management software is an application or software designed to streamline the processes around fulfilling jobs for your customers.

There are many of these on the market, but few who can truly handle the complexities of certain businesses processes in one single software platform.

As sales order management software is typically a different style of software focused on handling customer orders and the processes around these.

There are not many software systems which can handle both of these simultaneously like Zigaflow can.

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